After years of false dawns in the wilderness (is that a mixed metaphor?) – gold is back. Watch for future stock ideas in the sector.

Keep reading for new analyst research on four stocks. And a reminder to access the new Digest which argues investors should follow the smart money and consider oil stocks.

A smart money billionaire investor is buying oil stocks. Are you? Today’s Capital Ideas Digest argues that, amid the carnage, it’s time to selectively buy an oil stock or two.

If almost everyone hates oil stocks right now is it time to buy? We answer that question in tomorrow’s Capital Ideas Digest and supply a few ideas.

I enjoyed my conversation with Grace Pedota on #Hashtag Finance, the podcast of the CSE. Audio and video versions will be available next week.

I’m looking forward today to my conversation with Grace Pedota on the podcast of the CSE called #Hashtag Finance. Apparently, she wants to know about my career.

Today’s Capital Ideas Digest features research on a technology innovator that is higher by 315% since our first mention, and could gain another 175% after a “transformational” deal.